The People Behind the Books Titelbild

The People Behind the Books

The People Behind the Books

Von: Yehuda Tenenbaum EA
Jetzt kostenlos hören, ohne Abo

Über diesen Titel

The People Behind the Books explores the human aspect of the tax and accounting field. From entertaining stories to inspirational lessons, you're bound to learn something new and get a peek behind the curtain with the people doing the everyday work of accountants.

2025 Yehuda Tenenbaum, EA
Management & Leadership Ökonomie
  • Ep. 7: She Did Everything Right… Then Chose a Different Path with Rebecca Driscoll
    Feb 9 2026

    Have you ever wondered if the “right” accounting path you’re on is actually the best one for you?

    Many accountants do everything by the book—climb the ladder, build the firm, serve the clients—only to quietly question whether the way they’re working is sustainable, fulfilling, or even necessary. This episode speaks directly to that moment of tension: when you’re successful on paper, but sense there may be a smarter, healthier, more intentional way to build your career without walking away from the profession you care about.

    By listening to this episode, you’ll walk away with:

    • A clearer understanding of how to serve clients deeply without letting responsibility consume your life
    • Practical insight into why systems, boundaries, and community aren’t “nice-to-haves,” but leverage points for long-term success
    • A broader view of what’s actually possible in an accounting career—especially paths most people don’t realize are options

    Press play to hear how one accountant’s unconventional choices reshaped her career—and may help you rethink what’s next for yours.


    Connect with Rebecca!

    🐦 X: https://x.com/RDriscollCPA

    💼 LinkedIn: https://www.linkedin.com/in/rebecca-driscoll-cpa/

    🌐 http://rdriscollcpa.com/

    Checkout The Collaboration Room

    🐦 X: https://x.com/tcrtalks

    💼 LinkedIn: https://www.linkedin.com/company/tcr-talks

    🌐 http://thecollaborationroom.co/


    🤝Connect with Yehuda:
    🐦X: https://x.com/Y10Tax
    💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/

    ✉️Want to join the show? Send me an email @ thepeoplebehindthebooks@gmail.com.

    http://thepeoplebehindthebooks.com/

    00:00 Welcome to The People Behind the Books
    02:45 Introducing Rebecca Driscoll
    02:50 From middle-school teaching to accounting
    08:22 Learning bookkeeping the hard way
    10:11 Making the leap into tax preparation
    13:58 Inside accounting firm culture
    17:11 Why technology matters more than most firms realize
    19:11 Building a book of business
    21:34 How COVID reshaped accounting practices
    23:29 The evolution of Rebecca’s firm
    25:56 The challenges of being a boss
    28:45 Setting and enforcing client boundaries
    31:28 Work-life balance and personal growth
    33:55 Coaching and helping other accountants
    39:33 How the profession perceives its own challenges
    41:20 Work-life balance and gender dynamics in accounting
    42:51 Advice for new firm owners
    43:37 Why community matters in accounting
    46:47 The origin of The Collaboration Room
    50:38 Building partnerships across differences
    54:27 Creating a supportive professional community
    57:19 The real value of networking
    01:02:02 Personal insights & lightning round

    Mehr anzeigen Weniger anzeigen
    1 Std. und 8 Min.
  • Ep 6: She Trained at Juilliard, Then Built a 40-Year Tax Career Helping Artists, Audits, and the IRS
    Jan 23 2026

    What do Juilliard, IRS audits, and international artists have in common? In this episode of The People Behind the Books, Yehuda sits down with Phyllis Jo Kubey, EA, CFP, to explore her unexpected path from classical music to a 40-year career in tax. Phyllis shares real-world lessons from representing complex clients, navigating audits and collections, advocating confidently with the IRS, and building a long, sustainable career rooted in trust, preparation, and empathy. This conversation offers tax and accounting professionals a rare look at the human side of practice, and what truly makes a difference over the long run.

    Connect with Phyllis!

    🐦 X: https://x.com/PKubeyEA

    💼 LinkedIn: https://www.linkedin.com/in/phyllis-jo-kubey-b04757a/

    🌐 Instagram: https://www.instagram.com/phyllisjokubey/

    🌐 Facebook: https://www.facebook.com/phyllis.kubey.7

    🤝Connect with Yehuda:
    🐦X: https://x.com/Y10Tax
    💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/

    ✉️Want to join the show? Send me an email @ thepeoplebehindthebooks@gmail.com.

    http://thepeoplebehindthebooks.com/

    00:00 Introduction to Phyllis Jo Kubey
    01:07 Phyllis's Journey from Music to Taxes
    10:12 Building a Tax Practice in New York
    17:12 Navigating Tax Law Changes
    20:48 Bridging the Gap Between Creatives and Taxes
    23:59 Helping Clients Overcome Tax Challenges
    30:45 Success Stories in Tax Resolution
    36:56 Navigating Complex Tax Situations
    39:03 Client Management and Fee Structures
    45:42 Professional Involvement and Networking
    51:30 Insights from the IRS Advisory Council
    01:01:08 The Future of Tax Professionals
    01:05:34 Rapid Fire Questions and Personal Insights

    Mehr anzeigen Weniger anzeigen
    1 Std. und 9 Min.
  • Episode 5: Software Engineer to AI Accounting with Helen Hastings
    Jan 9 2026

    In this episode, we meet Helen Hastings. A software engineer by trade, Helen discusses Quanta's vision to serve as a comprehensive financial system for businesses, emphasizing the importance of having all financial data centralized to provide real-time insights. She highlights the needs of small businesses, which often seek efficient solutions rather than complex accounting software.


    Connect with Helen and Quanta!

    💼LinkedIn: https://www.linkedin.com/in/helenbhastings/

    🌐https://www.usequanta.com/

    🤝Connect with Yehuda:

    🐦X: https://x.com/Y10Tax

    💼LinkedIn: https://www.linkedin.com/in/yehuda-tenenbaum/

    ✉️Want to join the show? Send me an email @ thepeoplebehindthebooks@gmail.com.

    http://thepeoplebehindthebooks.com/

    🧾Need help with your taxes? https://www.y10tax.com/

    Mehr anzeigen Weniger anzeigen
    44 Min.
Noch keine Rezensionen vorhanden